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Added 2 mins ago
JP
Strategic Account Manager - Oncology
JAMP Pharma Group
Toronto, ON
- Full-time
Professional development programs and career advancement opportunities.
Added 3 mins ago
SW
Technical Inside Sales Representative
Stormtec Water Management
Delta, BC
- Full-time
Technical Inside Sales Representative - Bypass Division
Added 3 mins ago
CF
Outside Sales Representative - Food Distribution (GTA)
CTS Foods
Toronto, ON
- Full-time
…portfolio and customer base and are looking for a motivated Outside Sales Representative to help drive growth in the Greater Toronto…
Added 3 mins ago
M3
Senior Dimensional Engineer - Product Development
Metafold 3D
Toronto, ON
- Part-time
You’ll contribute directly to product development, work closely with customers, and represent Metafold in technical conversations throughout the sales cycle. This role suits someone who…
Added 3 mins ago
C
Business Development Associate
Corpay
Toronto, ON
- Full-time
Corpay is currently looking to hire a Business Development Associate. This position falls under our Cross Border line of business and is located in Toronto, Canada. In this role you’ll…
Added 3 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Bordeaux-Cartierville-Saint-Laurent
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 3 mins ago
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Personal Finance Advisor
Desjardins
Bécancour, QC · Caisse Desjardins Godefroy
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 18 mins ago
BB
Retail Sales Associate (Full Time)
Best Buy Canada
Pembina, AB
- Full-time
Grow your career in similar roles (customer service representative, merchandiser, online order pick-up specialist) or development roles (team lead, assistant store leader, store leader).
Added 18 mins ago
NU
Admissions Advisor - Canada
Niagara University
Vaughan, ON
- Part-time
…recruitment strategy within Ontario. The position serves as a primary representative of Niagara University to prospective students, families, high school counselors, community…
Added 18 mins ago
A
Flight Control System Certification Specialist / Spécialiste de Certification des Systèmes de Commandes de Vol
Airbus
Mirabel, QC · Montreal, QC
- Full-time
Vous avez une expérience comme DAD (Canada - Design Approval Designee) ou DER (US - Designated Engineering Representative), un atout significatif,
Added 18 mins ago
K
Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 18 mins ago
K
Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 18 mins ago
K
Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 18 mins ago
K
Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 18 mins ago
K
Business Development Representative
Klipboard
Oakville, ON
- Full-time
The Business Development Representative is responsible for generating new business opportunities through proactive prospecting, effective qualification, and strong collaboration with…
Added 33 mins ago
H
Sales Representative
Haystack
Canada
- Full-time
This employer is hiring a Sales Representative to drive growth and bring new partners into a modern, security-first business continuity platform community. The role involves managing the…
Added 33 mins ago
L
Branch Manager - Office 1722
LendDirect
Saint John, NB
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 33 mins ago
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Financial Service Representative - LendDirect Office 1694
LendDirect
Calgary, AB
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 48 mins ago
MC
Financial Services Representative - Full Time
Meridian Credit Union
Orillia, ON
- $50,000 to $53,000 CAD / year
- Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 48 mins ago
AF
Financial Service Representative - LendDirect Office 1694
Attain Finance
Calgary, AB
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 48 mins ago
AF
Branch Manager - Office 1722
Attain Finance
Saint John, NB
- Full-time
“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three…
Added 48 mins ago
Sales Representative - Toronto
Encore Market Engagement
Toronto, ON
Your role is to identify business development opportunities and drive sales within an assigned geographical territory. Representing a portfolio of consumer packaged goods brands, you will…
Added 1 hour ago
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Senior Sales Representative
NLG - Next Level Group
PE · Prince Edward Island, Canada
- Full-time
Next Level Group is conducting a confidential search on behalf of an established agricultural and produce business in Prince Edward Island seeking an experienced sales professional with a…
Added 1 hour ago
S
Financial Advisor, Investment & Retirement Planning - Timberlea, Fort McMurray, Alberta
Scotiabank
Fort McMurray, AB
- Full-time
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Added 1 hour ago
A
Flight Control System Certification Specialist / Spécialiste de Certification des Systèmes de Commandes de Vol
Airbus
Montreal, QC
- Full-time
Vous avez une expérience comme DAD (Canada - Design Approval Designee) ou DER (US - Designated Engineering Representative), un atout significatif,

CIBC

Financial Services Representative II

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 17, 2026
Experience: You can demonstrate 1 year experience in working with clients and achieving sales results.
Posting language: English
Posted: Nov 3, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

You will be joining the Personal and Business Banking team, as the Financial Services Representative II you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity. You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Calgary-717 7th Av-Elveden Hse

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Apply About employer

More about this job

Responsibilities

You will foster key relationships with clients to understand their financial goals and provide tailored service and product recommendations. Additionally, you will engage in outreach activities and act as a technology expert to help clients utilize mobile banking applications.

Requirements

Candidates must have at least one year of experience in client service and achieving sales results. A valid Mutual Funds License, such as the Canadian Securities Course or Investment Funds in Canada, is required.

Skills

Client service
Customer experience
Digital literacy
Financial products
Goal planning
Group problem solving
Outbound calls
Regulatory requirements
Results-oriented
Cash management
Credit
Investment
Wealth protection
Relationship building
Critical thinking

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Services Representative
Banking
Personal Banking
Business Banking
Cash Management
Credit
Investment
Wealth Protection
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Client Engagement
Relationship Building
Mobile Banking
Sales
Financial Planning
Customer Service
Critical Thinking
Goal Oriented
Banking Centre

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